Latest Institutional Purchases of Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 01, 2025 Q1 2025
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
5.48K
New
$194K - $223K
5.48K $263K
Apr 22, 2025 Q1 2025
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
5.23K
New
$185K - $213K
5.23K $250K
May 02, 2025 Q1 2025
Whittier Trust CO Of Nevada Inc

BUY
 -
1.85K
New
$65.3K - $75.4K
1.85K $88.6K
May 02, 2025 Q1 2025
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
1.29K
+ 14.88%
$45.5K - $52.5K
9.94K $476K
May 15, 2025 Q1 2025
Trace Wealth Advisors, LLC

Los Angeles, CA
BUY
 -
1.12K
+ 2.59%
$39.6K - $45.7K
44.4K $2.13M
May 13, 2025 Q1 2025
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
1.04K
+ 60.37%
$36.7K - $42.4K
2.76K $132K
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
968
+ 9.73%
$34.2K - $39.5K
10.9K $523K
May 12, 2025 Q1 2025
South State Corp

BUY
 -
857
New
$30.3K - $34.9K
857 $41.1K
May 02, 2025 Q1 2025
Creekmur Asset Management LLC

Morton, IL
BUY
 -
596
New
$21.1K - $24.3K
596 $28.6K
May 09, 2025 Q1 2025
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
435
New
$15.4K - $17.7K
435 $20.8K
Apr 17, 2025 Q1 2025
Breakwater Investment Management

Seattle, WA
BUY
 -
145
New
$5.12K - $5.91K
145 $6.95K
Apr 07, 2025 Q1 2025
Advisor Net Financial, Inc

BUY
 -
143
New
$5.05K - $5.83K
143 $6.85K
May 06, 2025 Q1 2025
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
99
+ 97.06%
$3.5K - $4.04K
201 $9.63K
Apr 02, 2025 Q1 2025
Marcum Wealth, LLC

BUY
 -
68
+ 0.27%
$2.4K - $2.77K
25.5K $1.22M
May 05, 2025 Q1 2025
Montag A & Associates Inc

Atlanta, GA
BUY
 -
58
+ 0.34%
$2.05K - $2.36K
17.2K $822K
May 01, 2025 Q1 2025
Iron Horse Wealth Management, LLC

BUY
 -
23
New
$813 - $938
23 $1.1K
Apr 17, 2025 Q1 2025
Vista Wealth Management Group, LLC

BUY
 -
11
+ 0.02%
$389 - $448
72.1K $3.45M
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 10, 2025 Q4 2024
Brooklyn Fi, LLC

New York, NY
BUY
 -
203K
New
$7.08M - $7.72M
203K $9.74M
Jan 29, 2025 Q4 2024
Life Planning Partners, Inc

BUY
 -
180K
New
$6.28M - $6.84M
180K $8.63M
Feb 12, 2025 Q4 2024
Riggs Capital Management LLC

American Fork, UT
BUY
 -
28K
New
$975K - $1.06M
28K $1.34M
Jan 27, 2025 Q4 2024
Legacy Cg, LLC

Plano, TX
BUY
 -
26.6K
+ 120.7%
$928K - $1.01M
48.7K $2.33M
Feb 12, 2025 Q4 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
24.3K
New
$846K - $922K
24.3K $1.16M
Feb 18, 2025 Q4 2024
Gts Securities LLC

New York, NY
BUY
 -
22.8K
New
$794K - $865K
22.8K $1.09M
Mar 24, 2025 Q4 2024
Avant Financial Advisors LLC

Austin, TX
BUY
 -
20.1K
New
$700K - $762K
20.1K $962K
May 01, 2025 Q4 2024
Future You Wealth LLC

New York, NY
BUY
 -
18.8K
New
$654K - $713K
18.8K $900K
Feb 14, 2025 Q4 2024
Lavaca Capital LLC

Houston, TX
BUY
 -
18.7K
New
$652K - $711K
18.7K $897K
Feb 10, 2025 Q4 2024
Carlson Capital Management

BUY
 -
12.5K
+ 13.48%
$435K - $473K
105K $5.03M
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
10.4K
New
$361K - $393K
10.4K $496K
Feb 10, 2025 Q4 2024
Sage Oak Financial, LLC

Tulsa, OK
BUY
 -
9.74K
New
$340K - $370K
9.74K $467K
Mar 07, 2025 Q4 2024
Bannerman Wealth Management Group, LLC

Lewisville, TX
BUY
 -
6.98K
New
$243K - $265K
6.98K $334K
Feb 13, 2025 Q4 2024
Kdk Private Wealth Management, LLC

Houston, TX
BUY
 -
5.64K
New
$197K - $214K
5.64K $270K
Jan 16, 2025 Q4 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
2.59K
New
$90.4K - $98.5K
2.59K $124K
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
2.25K
+ 22.12%
$78.4K - $85.4K
12.4K $595K
Feb 06, 2025 Q4 2024
Centennial Bank/Ar/

Conway, AR
BUY
 -
2K
New
$69.5K - $75.8K
2K $95.6K
Feb 14, 2025 Q4 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.79K
+ 205.98%
$62.4K - $68K
2.66K $127K
Feb 05, 2025 Q4 2024
Providence First Trust CO

BUY
 -
980
New
$34.2K - $37.2K
980 $47K
Feb 12, 2025 Q4 2024
Prudent Man Investment Management, Inc.

Louisville, CO
BUY
 -
970
New
$33.8K - $36.8K
970 $46.5K
Feb 12, 2025 Q4 2024
Private Portfolio Partners LLC

BUY
 -
800
+ 8.58%
$27.9K - $30.4K
10.1K $485K
Jan 17, 2025 Q4 2024
First Premier Bank

BUY
 -
800
New
$27.9K - $30.4K
800 $38.3K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
784
New
$27.3K - $29.8K
784 $37.6K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
549
+ 160.53%
$19.1K - $20.8K
891 $42.7K
Feb 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
520
New
$18.1K - $19.7K
520 $24.9K
Apr 01, 2025 Q4 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
489
+ 173.4%
$17K - $18.6K
771 $36.9K
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
132
+ 6.35%
$4.6K - $5.01K
2.21K $106K
Feb 03, 2025 Q4 2024
Lutz Financial Services LLC

BUY
 -
86
+ 0.3%
$3K - $3.27K
28.6K $1.37M
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
64
New
$2.23K - $2.43K
64 $3.07K
Jan 13, 2025 Q4 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
58
+ 0.98%
$2.02K - $2.2K
5.97K $286K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 0.71%
$34.9 - $38
141 $6.76K

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